See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,787 | $102,317-46.5% | $146,958-62.7% | $80,856-32.2% |
| Participation rate | 70.7% | 75.8%-5.1pp | 82.2%-11.4pp | 67.6%+3.1pp |
| Annual return | 17.25% | 134.76%-117.5pp | 418.34%-401.1pp | 35.59%-18.3pp |
| Employer contribution / active EE | $4,227 | $3,713+13.8% | $4,933-14.3% | $2,755+53.4% |
| Participant deferral / active EE | $8,160 | $6,644+22.8% | $8,070+1.1% | $4,296+90.0% |
| Admin fee / account holder | $25,243 | $7,941+217.9% | $12,998+94.2% | $6,918+264.9% |